Summary Plan Description
The Summary Plan Description (also called the SPD) describes the key features of the Annuity Fund benefits program. Please note that the SPD was issued in May of 2019, and any modifications by amendments and clarifications will be included below.

Plan Changes and Clarifications

03/13/2020 hardship COVID-19 30K

03/27/2020 loan def CAREs act

06/15/2020 hardship COVID-19 60K

10/01/2020 hardship COVID-19 100k

03/15/2021 coronavirus-related 40k

06/28/2021 coronavirus-related 65k

08/04/2023 adjustment to required beginning date

10/07/2024 distribution options and catchup

Summary Annual Report: This is the most recent basic financial statement sent to participants of the Annuity Fund.

News, Notes and Links